ESOP · DOL Form 5500 · 2022
Wetzel-Valley Agencies, Inc. ESOP
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 11
- Participants Small participant base
- 27th
- Percentile by assets National rank
- $111,393
- Avg per participant Below avg balance/head
Official DOL plan name: Wetzel-Valley Agencies, Inc. Employee Stock Ownership Plan · Sponsored by Wetzel-Valley Agencies, Inc. · West Virginia · Finance & Insurance
$1M in assets, 11 participants
Wetzel-Valley Agencies, Inc.'s Wetzel-Valley Agencies, Inc. Employee Stock Ownership Plan reported $1M in total assets and 11 participants in its 2022 DOL Form 5500 filing, ranking in the 27th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #1,677 in Finance & Insurance (9,261 peers)
2022 asset change
Wetzel-Valley Agencies, Inc. Employee Stock Ownership Plan declined sharply 27.5% in 2022 ($2M → $1M) for 11 participants.
- #1,677
- in Finance & Insurance (9,261 peers)
- -27.5%
- assets change YoY
The plan reported a net loss of $465K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Wetzel-Valley Agencies, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets
Wetzel-Valley Agencies, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,225,324 27th percentile higher than 27% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Wetzel-Valley Agencies, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wetzel-Valley Agencies, Inc. Employee Stock Ownership Plan is a small filing (11 participants) on this national headcount ladder.
EBSA filing schedule strip
Filing strip 550457330 · Wetzel-Valley Agencies, Inc. PY 2022 · ESOP
Wetzel-Valley Agencies, Inc. Employee Stock Ownership Plan · $1M · 11 · 27th
- PCT $1M
- EIN 11
- RANK 27th
- PHOTO ESOP
- IND near Life Ambulance Service, Inc. Employee Stock Ownership Plan
- EOY ind #1677
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with What is an ESOP? → · Plans in West Virginia →
Wetzel-Valley Agencies, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Wetzel-Valley Agencies, Inc. years around the 2022 move
Sponsor-wide plan assets over time
All Wetzel-Valley Agencies, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 11 | $1M |
| 2023 | 1 | 10 | $357K |
| 2024 | 1 | 3 | N/A |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | -$465K |
| Employer EIN | 550457330 |
| Plan Effective Date | 1971-07-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in West Virginia
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Triton Employee Stock Ownership Plan $63M · 60
- Port Amherst, Ltd. Employee Stock Ownership Plan $37M · 325
- Weirton Geriatric Center, Inc. Employees' Stock Ownership Plan $27M · 158
- Mulberry's Independent Home Services, Inc. Employee Stock Ownership Plan $25M · 1,716
- March-Westin Company, Inc. Employee Stock Ownership Plan $15M · 89
Wetzel-Valley Agencies, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside West Virginia, the nearest ESOP by assets is Life Ambulance Service, Inc. Employee Stock Ownership Plan in TX ($1M); by covered participants it is Alaska Litho, Inc Employee Stock Ownership Plan in AK (11 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (11 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.